Texas Institute For Surgery, Llp 401(K) Plan — Form 5500 plan (Texas Institute For Surgery, Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Texas Institute For Surgery, Llp 401(K) Plan is a benefit plan reported by Texas Institute For Surgery, Llp under EIN 77-0628004 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $13,169,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Institute For Surgery, Llp
- EIN
- 77-0628004
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $13,169,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015124213NAL0016413875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,169,911
- Net assets (EOY)
- $13,169,911
- Net assets (BOY)
- $11,779,641
Income & contributions
- Employer contributions
- $401,904
- Participant contributions
- $706,317
- Total contributions
- $1,355,305
- Total income / additions
- $3,080,495
Expenses & distributions
- Benefits paid
- $1,635,824
- Administrative expenses
- $54,401
- Total expenses
- $1,690,225
- Net increase / (decrease)
- $1,390,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,370 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $29,277 | $0 | 2023 |
| Retirementplans.Com, LLC | CONTRACT ADMIN | $26,336 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,626 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Institute For Surgery, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Retirementplans.Com, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation